Podcasts about us shale

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss:   Trump's Bullish Paradox   Importance of China's SPR Why OPEC+ Hiked Production The "Oil on Water" Overhang   Venezuela and Iran 2026 Outlook   US Shale's H2 Roll-over Long term demand outlook 

Recorded January 20, 2026, and November 13, 2025 https://youtu.be/BpqTFn-8AUk Episode 149 of the PetroNerds podcast is a heavy-hitting, energy-dense, PetroNerdy geopolitical special.  Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, packs hours of intel into her 30-minute talk and presentation to the PetroLeum Alliance of Oklahoma on November 13, 2025.  Fresh from London, Trisha does not miss a beat in Oklahoma City, covering the state of the oil market, the pessimism seen in oil prices throughout 2025, the resiliency of US shale, and the incredible geopolitical risk factors not being priced into oil, including China and Russia.  Trisha introduces this PetroNerds special with a complete market update focusing on the tragic events in Iran and the oil prices in the first three weeks of 2026.  This is a timely, not-to-be-missed podcast you'll want to re-listen to and share with your colleagues and friends.  Please reach out to PetroNerds directly at https://petronerds.com/contact/ and check out PetroNerds and Trisha on Steve Gruber's Real America's Voice this week.

Gjennom julen og nyttår vil du få totalt 6 episoder av Paretopodden med det siste fra olje, offshore og shipping.I den andre episoden av Paretopodden "Julespesial 2025" får du en oppdatert gjennomgang av US shale-markedet, en sektor som står for rundt 8–9 prosent av global oljeproduksjon, og som i stor grad drives av aktiviteten i Permian-bassenget. Etter tre år med fallende riggaktivitet, der antall landbaserte rigger er ned over 30 prosent og Permian alene er ned 18 prosent hittil i år, står markedet ved et veiskille. I episoden får du innsikt i hva som faktisk driver denne utviklingen, og hvilke signaler investorer bør følge for å vurdere om bunnen i syklusen nærmer seg.Pareto Securities' aksjeanalytiker Marcus Monsen forklarer hvordan kapitaldisiplin, operatøradferd og endrede insentiver har endret spillereglene i US shale og hvorfor dagens marked skiller seg markant fra tidligere nedturer. Du får et rammeverk for å forstå hvordan lavere aktivitet slår ut i riggmarkedet, og hva som skal til for at dagrater og utnyttelse igjen kan snu opp.Samtalen går videre til NorAm Drilling, et rendyrket landriggselskap med 11 rigger av høy kvalitet, som har klart å opprettholde marginer nær historiske toppnivåer gjennom en disiplin på dagrater som tidligere var utenkelig i bransjen. Episoden gir deg et konkret innblikk i hvordan NorAm er posisjonert i dagens marked, hvordan kontantstrømmen ser ut på lave aktivitetsnivåer, og hva som ligger bak selskapets tosifrede utbytteavkastning.Disclaimer:Pareto Securities' podkaster inneholder ikke profesjonell rådgivning, og skal ikke betraktes som investeringsrådgivning. Handel i verdipapirer medfører til enhver tid risiko, og historisk avkastning er ingen garanti for fremtidig avkastning. Pareto Securities er verken rettslig eller økonomisk ansvarlig for direkte eller indirekte tap, eller andre kostnader som måtte påløpe ved bruk av informasjon i denne podkasten.Se våre nettsider https://paretosec.com/our-firm/compliance/ for mer informasjon og full disclaimer. Hosted on Acast. See acast.com/privacy for more information.

Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50.Black Friday Sale: https://bit.ly/PZBFSaleThe US shale revolution has altered the trajectory of the US energy sector, but can that success story be replicated anywhere else?Full Newsletter: https://bit.ly/4ijvhdS

AI as a Lifeline for US Energy and Russian Economic Collapse Guest: Michael Bernstein Michael Bernstein describes how artificial intelligence, which is highly electricity intensive, is providing a "lifeline" to US shale energy, especially natural gas production in Texas, by creating substantial new demand for power infrastructure. This new supply is also fundamentally transforming the European energy landscape, where Russian dominance has been eliminated. Simultaneously, sanctions are forcing major Russian companies like Rosneft and Lukoil into "fire sales" of assets outside Russia at steep discounts.

Europe's Energy Liberation: US Shale Ending Russian Gas Leverage Michael Bernstam with John BatchelorBatchelor highlights the irony that Russia's perceived energy leverage over Europe is dissolving, a dependence once so great that Europeans were said not to be able to turn the lights on without Russian energy. Bernstam declares that natural gas will now be in abundance, ensuring that Russia "never again will there be leverage over Europe." This shift signifies "Liberation Day for natural gas in Europe." The European Union's 19th package of sanctions is scheduled to phase out Russian pipeline gas and Russian liquefied natural gas (LNG) completely by the end of 2027, with the majority phased out by the middle of 2026. The United States shale revolution is crucial, producing approximately 270 billion cubic meters of natural gas for export to Europe via established terminals, freeing Europe from Russian energy dependence.

 This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos from Horizon Kinetics.  We start with HK's history with these very unique businesses that are off the radar for many with TPL, Landbridge and now Water Bridge. James gets into the weeds and nuances of what this business actually doesa and why the service that they're providing is so incredibly important, particularly with US Shale and where they are in the Permian Basin. This is an interesting and timely conversation from all different angles. Please enjoy this breakdown of WaterBridge. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ here.⁠⁠ —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠ joincolossus.com/episodes⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:52) Overview of WaterBridge IPO (00:02:20) Deep Dive into WaterBridge and Landbridge (00:04:10) History and Background of Horizon Kinetics (00:06:48) Understanding the Water Infrastructure Industry (00:10:34) Challenges and Solutions in Water Disposal (00:26:27) The Role of Five Point Infrastructure (00:32:10) Understanding the Value of Land in Oil and Gas (00:32:33) The Importance of Water as a Pure Play (00:34:26) Next-Gen Opportunities in West Texas (00:39:14) Challenges in Water Disposal and Market Dynamics (00:42:06) Switching Providers and Outsourcing Trends (00:55:48) Valuation and Growth Prospects for Waterbridge (01:01:33) Key Lessons from WaterBridge

In this conversation, Brandon Myers from Novi Labs discusses the intricacies of shale production, focusing on type curves, price sensitivity, and the evolving landscape of the US shale patch. He emphasizes the importance of understanding breakeven metrics and the impact of inventory dynamics on future production. The discussion also highlights the role of efficiency gains and technological advancements in drilling, as well as the influence of external factors such as tariffs and regulatory changes on operational costs. Myers provides insights into the future of US shale, addressing common misconceptions and the importance of human expertise in the industry.

Fears of a massive non-dom exodus from the UK have been allayed by initial tax data, and UK companies in China are being buoyed by diplomatic law. Plus, the FT's Jamie Smyth explains why the US shale boom may be over after a decade-long run. Mentioned in this podcast:UK companies in China buoyed by diplomatic thawUS oil producers say Opec ‘price war' will halt shale boom Initial tax data allays fears of non-dom exodus from UKSign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off.Today's FT News Briefing was produced by Fiona Symon, Katya Kumkova, and Marc Filippino. Additional help from Sam Giovinco, Michael Lello, and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Back in the 1970's there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. At the time, that meme rang true as people were lining up at gas stations around the block and oil prices spiked. The economic turmoil of those days was the result of the OPEC oil embargo. Global trade was disrupted and a new word was coined. The economists rule book was broken and we had simultaneous price inflation and economic contraction. The term stagflation was born and remains as a textbook condition which can happen whenever there is an artificial constraint on economic activity.  On Thursday, one day after President Trump's liberation day, OPEC Plus came out with their production targets for the next few months. The timing is coincidental. No doubt it appears that President Trump is going to get his wish for lower oil prices. Oil prices have dropped by 10% in 2 days.So now with the spectre of reciprocal tariffs, economic slowdown, and falling prices at the gasoline pump, some people are cheering that it will cost less to fill the tank in your car. But if you are a shale oil producer, you probably have a flashback to 2014 when OPEC killed the US Shale industry by dropping the world price of oil to below the economic break-even for shale oil production. I believe that the spike in oil production at a time of declining demand is a deliberate move to crash prices and crater the US oil industry. This was not just an action aimed at Iraq. This is one of those times when it is difficult to make sense out of what is happening in global markets. Quite frankly, some of it makes no sense.------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Recorded on January 23, 2025 https://youtu.be/n4MJn2UE1w0 Episode 125 of PetroNerds podcast is your complete outlook and overview on oil prices, M&A, activity, Trump, and US shale. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is joined by Chris Atherton, the CEO of Efficient Markets, also known as EnergyNet. PetroNerds is proud to announce the first PetroNerds podcast sponsorship by Efficient Markets. This is a partnership between Efficient Markets and PetroNerds. Trisha Curtis and Chris Atherton cover everything from oil prices and M&A to changes in the regulatory landscape to infill drilling, PDP, production, and refracs. They talk about what their clients are asking them, oil price volatility, and how oil and gas prices are impacting transactions, deals, and M&A. Chris talks about the stability in oil prices in 2023 and 2024 lending itself to a good transaction environment. They talk about CAPEX and spending and the public market. Chris Atherton talks about weather in Houston and the spike in natural gas prices in 2025. They get into trends and themes and views within the industry, capital discipline, Saudi Arabia, and natural gas prices. Trisha diagress with the thought that capital will be disciplined with higher natural gas prices. She is bullish on activity in the US and the runway. She also gets into OPEC and EIA and the differing views on US shale production potential. Trisha and Chris discuss the question, will capital discipline constrain growth in the US, and at what price point? They talk about the role of private companies, deregulation, and the rig count in Wyoming and Utah reflecting the current regulatory environment and expectations under Trump. Chris talks directly about M&A under higher natural gas prices and M&A with oil price volatility. They also talk about Trump, policies, and what Trump wants for oil and gas prices and what that means for money and investment in the space. Trisha says "Hydrocarbons are back in fashion in America." Chris discusses renewables and where wind and solar now sit on the deal side. This podcast is jam-packed and covers all of this and a whole lot more. You are going to want to listen to it more than once and share it with your colleagues and friends. If you are interested in podcast sponsorship and partnering with PetroNerds, reach out contact us here. Listen on Itunes

Recorded on November 15, 2024 and November 13, 2024 https://www.youtube.com/watch?v=IeqeFpP1UXc Episode 120 of the PetroNerds podcast is a show-stopping 30-minute post-election run down covering everything from U.S. shale to geopolitics. This podcast is Trisha Curtis' talk and presentation to the Oklahoma Petroleum Alliance in Oklahoma City, Oklahoma on November 13th, 2024 with a fresh market intro from Washington, DC. This heavy-hitting and fast-talking podcast gives you a full post election analysis of what a second Trump Presidency means for energy and how radically different this will be from the previous four years. Trisha also walks her audience and listeners through the US and global economy and the messy and intense state of geopolitics. She talks about the macro, the economic health of the global economy, the spare capacity out of Saudi Arabia, robust production out of Russia, North Korean troops in Russia, and China's financing of both Iran's proxy endeavors against Israel and the West as well as China's funding and support of Russia for the war in Ukraine. She gets into the rising electricity prices in the U.S., wind and solar and coal power, potential growth of natural gas, and the desperate need to embrace U.S. domestic energy to lower energy and power costs for the average American and the average business. And lastly, Trisha brings this PetroNerds presentation and podcast home by talking about shale production and the whopping 13.4 million barrels per day of oil the U.S. is producing. She talks about election implications and what it means for shale and U.S. energy. This is a podcast you are going to want to listen to, relisten to, and share with your friends and colleagues! Listen on Itunes

Another merger, another Deal Spotlight! On today's episode, we talk all things OFS and the merger of SLB + ChampionX that happened earlier this year. To break all this down, we needed to find an expert, and Jeff Krimmel is that expert!He joins the show to discuss all things OFS, market dynamics, pricing, and future segment forecasts before diving into this merger from all angles. SLB is making a clear statement: the future of US Shale is in production longevity, not drilling. Jeff points out some really interesting tidbits surrounding the nature of the press releases and in the end, gives it his blessing.Thanks again to Jeff Krimmel for joining the show.Until the next deal!Links:Jeff Krimmel Newsletter: https://jeffkrimmel.carrd.co/Jeff's LinkedIn: https://www.linkedin.com/in/jeffkrimmel/Jeff's Website: https://krimmelsg.com/ Highlights of the Podcast 00:00 – Introduction and overview of the Schlumberger Champion X oilfield service merger discussion01:37 – Discussion about Jeff Krimmel's recent keynote address03:22- Overview of Jeff Kimmel's background in oilfield services and strategy05:06 – Discussion about market pricing strategies in oilfield services08:28 – Analysis of the Schlumberger Champion X merger17:32 – Current sentiment in the oilfield services market25:03 – Detailed breakdown of the Schlumberger Champion X merger highlights27:43 – Discussion on the future of operational expenditure in oilfield services29:47 – Examination of Champion X's business focus and how it complements Schlumberger36:00 – Discussion of synergies and financial aspects of the merger44:50 – Final thoughts on the Schlumberger Champion X merger and its impact on the oilfield services industry50:10 – Conclusion and wrap-up of the episode

Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-shale-revolution

Recorded on March 6, 2024 https://www.youtube.com/watch?v=0f_c_nmZ_mM Episode 103 of the PetroNerds podcast is another heavy hitting PetroNerds special. This is Trisha Curtis' talk and presentation on US shale production and activity at the Oxford Institute for Energy Studies' Oil Day in Oxford, England on December 1st, 2023. Trisha front loads this episode with everything timely in the oil and gas market and global economy including Colorado's potential ban on oil and gas drilling by 2030, Xcel's proposed rate increase on natural gas to fund renewables, China's economy and political party meetings, OPEC/Saudi's extended voluntary oil production cut, Red Sea and Houthi ship attacks, and much more. Trisha's Oil Day presentation walks listeners through US record production of 13.3 mbd and 128 Bcf/day of natural gas explaining the fundamentals of longer laterals, less rigs, less wells, rising output, oil prices, volatility, consolidation and M&A, and much more. Listen on Itunes

Vandana Hari, founder of Vanda Insights, a Singapore-based provider of intelligence on energy markets, returns to Kopi Time. She was with us in the early days of the podcast, when WTI futures was in negative territory, and then returned around the time of Russia's invasion of Ukraine. Today, again, energy markets have no shortage of drama. Vandana begins by addressing various scenarios over the brewing tensions in the Red Sea, especially for shipping and oil price risk premium. She also details the perverse dynamics around Russia's energy supplies and various unintended consequences. Beyond geopolitics, she looks at the rather underwhelming supply-demand fundamentals characterising energy markets. We then talk about the future of OPEC+, state of US Shale sector, and the medium term demand for fossil fuels against green transition. Vanda offers an astute blend of industry insights and the complex realities in place. See omnystudio.com/listener for privacy information.

Highlights of the Podcast00:00 - Intro02:10 - The first U.S. Nuclear Reactor built from scratch in decades enters commercial operation and Georgia03:57 - Take Note Labor: Sweden rejects wind farm over its negative effect on the environment06:28 - Klaus Schwab's Daughter: Permanent Climate Lockdowns Coming - Whether You Like it or Not10:47 - Why the World Just Can't Kick Coal13:46 - Billionaire Harold Hamm sees a great oil fortune still untapped in US shale16:10 - Market Updates19:42 - Outro– Get in Contact With The Show –Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack

In today's conversation, John Reilly and Greg Bordelon share thoughts and analysis on developments in OPEC, crude markets, US NGLs, and the US shale sector.LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  Go here to subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co➔ Topics Covered:conversationOPEC's surprise decisionGlobal supply pictureThe quality of oilFuture outlookSupply Growth outside OPECOPEC Production CutUS Production ProfileQuality OilDemand from ChinaJet Fuel Demand vs. Total DemandDependence on ChinaNatural Gas Liquids (NGL) PricesImpact on Dividends and BuybacksPerception of Oil CompaniesImplications for Permian ProducersPotential Future Impacts➔ Check Out These Popular Videos:► Emerging Market Pressure Riseshttps://www.youtube.com/watch?v=C_pW0j3fypc► U.S. Jobs Data & Leading Indicatorshttps://www.youtube.com/watch?v=UAk_ZxFX4Ds► Investors Vs. The Fedhttps://www.youtube.com/watch?v=7ji2eSyM7rQ

Recorded on May 22, 2023 and May 2, 20233 https://www.youtube.com/watch?v=eHF-ehbgNq0 Episode 84 of the PetroNerds podcast is a soup to nuts market update taking you around the world and back to the USA. This presentation pushes the envelope, getting into industry groupthink and the need to rethink the investment thesis in oil and gas and move away from the energy transition narrative. This was Trisha Curtis' talk to the SPE (Society for Petroleum Engineers) Permian Basin chapter in Midland, Texas on May 2, 2023, "Crude Volatility: From US Shale to ESG to the War in Ukraine." Before diving into this in depth presentation, Trisha provides listeners with a fresh market update covering the debt ceiling saga, range bound oil prices, Chevron's purchase of PDC, Jamie Dimon's comments about 7 percent interest rates, and Chinese economic growth and debt concerns. This is part one of this the SPE talk and covers groupthink in the oil industry around high oil prices, oil demand, the SPR and the regulatory environment in the US, the G7 Communique and the poor investment signals for oil and gas, the movement against oil and gas, IEA Net Zero 2050 and the crippling impacts to oil and gas demand by 2030, global oil and gas consumption, inflation, and labor issues. Trisha gets into share buybacks, the low reinvestment rate in US shale, and the need for oil and gas companies to tell their investment thesis and story and explain how you make money in oil and gas and why we need to continue to invest in oil and gas. Listen on Itunes

Recorded on May 12, 2023 and April 18, 2023 https://www.youtube.com/watch?v=9al6BcEgB3w Episode 83 of the PetroNerds podcast is Washington, DC special on US shale, investment, and energy security. This is a must listen to episode that crams a lot of intel and a lot of laughs into a short 30 minute presentation. Trisha discusses US shale production in the context of a unique and unprecedented regulatory evenoment and investor pressure surrounding the energy transition and ESG. She covers shale production, productivity, the role of public vs. private operators, and the G7 Energy Communique which barely allows for natural gas investment. Trisha explains clearly that the messages being sent from the top, from government regulators and policy makers, across the globe, is damning for the investment climate in oil and gas. Trisha introduces this podcast with a fresh market update as of May 12, 2023 covering everything from this week's inflation data to commodity prices and softness in China to the debt ceiling standoff. She also talks about her recent trip to Midland, Texas and the must read Financial Times article that PetroNerds was quoted in, twice, "Falling crude prices and recession fears bring US oil and gas rally to a halt," May 7th, 2023. Listen on Itunes

A war over resources control causes economic hyperinflation and impoverishment. Contention over limited resource leads to war. Unlimited energy dissolves the contention for resource and creates a proliferation of productivity. --- Send in a voice message: https://podcasters.spotify.com/pod/show/david-nishimoto/message

Recorded on December 2, 2022 https://youtu.be/7Lop0EQ5MHE Everything US shale in 15 minutes? Trisha Curtis and PetroNerds have you covered. PetroNerds is back in the UK! Episode 70 of the PetroNerds podcast is a 15 minute market recap as of January 18, 2023 and the US shale presentation Trisha gave in Oxford on December 2, 2022. Trisha presented to an international group at Oxford University for the Oxford Institute for Energy Studies' (OIES) Oil Day. This is a 15 minute complete and fast run down of all the major themes taking place in US shale including rising oil and natural gas production, the rise of private operators and their activity, increased lateral lengths and efficiencies, high natural gas prices impacting gas production, and regulatory, ESG, and investor pressure. Trisha was also a guest on the OIES podcast. https://www.oxfordenergy.org/publications/oies-podcast-us-shale-oil-and-gas-continued-growth-or-curtailment-can-europe-rely-on-additional-us-shale-for-lng/ Listen on Itunes

In this podcast David Ledesma talks to Trisha Curtis, CEO of PetroNerds, about US gas and oil production, transportation and markets. US gas production has performed well since COVID and additional supply growth is clearly possible, but investment in infrastructure will require consistent regulatory and political support. Technology is also key, with production rigs having […] The post OIES Podcast – US Shale Oil and Gas, continued growth or curtailment – can Europe rely on additional US shale for LNG? appeared first on Oxford Institute for Energy Studies.

Recorded on August 11, 2022 https://youtu.be/dsBETJtjcu4 Recorded on August 2, 2022 In episode 59 of the PetroNerds podcast, Trisha Curtis is joined by David Ramsden Wood. David hits Trisha with a series of rapid fire questions from the stock market, the Fed, inflation and interest rates, the global economy and macro environment to Russia's invasion of Ukraine and the resilience of US shale. They get into the energy transition and the breakdown taking place across the globe. They talk about Russia's pariah status and the linkages with China. They talk about the energy transition, energy security, and the stability of power sources like coal in the year 2022. August 2, 2022 - WTI $95.78, Brent $101.91, Henry Hub $7.89, Dutch TTf $.MMBtu $60, 30 Year Mortgage 5.05%, 10 Year Yield 2.71%

US and European shares rallied on Tuesday after Russia said it had begun pulling back some troops, and former Google chief executive, Eric Schmidt, is creating a $125mn fund to address problems with artificial intelligence. Plus, the FT's US energy editor, Derek Brower, explains that US shale companies are feeling pressured to produce less oil despite rising prices. Mentioned in this podcast:US stocks rise after Russia says some troops returning to baseOil's climb towards $100 a barrel tempts US shale companies to shed restraintEric Schmidt creates $125mn fund for ‘hard problems' in AI researchThe FT News Briefing is produced by Fiona Symon and Marc Filippino. The show's editor is Jess Smith. Additional help by Peter Barber and Gavin Kallmann. The show's theme song is by Metaphor Music. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. Read a transcript of this episode on FT.com See acast.com/privacy for privacy and opt-out information.

With 2021 soon coming to a close and commodity prices having stabilized, the theme of the oil and gas industry can be described as cautious optimism. Shareholder focus, new investment options as well as the experience with the last downturn has given U.S. shale producers a different perspective this time around, according to Amy Chronis, vice chair, U.S. oil, gas and chemicals leader, Deloitte. “They are now pivoting toward a new math, maximizing free cash flows from hydrocarbons, investing in the decarbonization of hydrocarbons, new energies and certainly very aware of all the stakeholder pressure,” Chronis said. Joined by Kate Hardin, executive director for the Deloitte Research Center for Energy & Industrials, Chronis recently spoke with Hart Energy's Brian Walzel about Deloitte's 2022 outlook for the oil and gas industry including the five key trends that the firm believes will likely influence the industry over the next 12 months. --- Support this podcast: https://anchor.fm/hartenergy/support

Some observers have been surprised by the stubbornly slow response of US shale production to WTI's ascent towards $80/bbl. Sector consolidation, 2021 hedging losses and an ongoing imperative to show financial discipline have been widely noted before. But now supply-chain bottlenecks and cost inflation are also afflicting the shale sector, just as they are the broader economy. With David Fyfe, Chief Economist for Argus Media. Visit www.argusmedia.com for more on commodity market pricing, market intelligence and analysis. 

Innovation has been the name of the game in directional drilling especially with the dawn of the US Shale revolution with the likes of MWD, LWD and many other tools and technologies. What if I told you that there is a new MWD coming on the scene? Well that is exactly what Carlos and I talk about in today's episode, the idea of “Melting while Drilling” using millimeter waves to essentially vaporize the rock enabling us to access Super Hot Rock with temperatures exceeding 250 degrees C. Quaise is on to something big and it was honor to talk with Carlos and hear about the vision and goals him and his team have for the next decade.  Quaise energy https://www.linkedin.com/company/quaise/about/Carlos Araquehttps://www.linkedin.com/in/carlos-araque-458541138/Carlos's book/author  recommendation Vaclav Smil and Issac AsimovNick Cestari https://www.linkedin.com/in/nick-cestari-48059268/CORE Knowledge https://www.linkedin.com/company/75072170/admin/

After a year of slack demand due to Covid19 the public and private US shale oil drillers look to come back with a vengeance. But the Green Group may have other ideas since they continue to hang around and make noise. But a short term trade is not out of the realm of possibilty.

Chuck talks shop with noted industry veteran Art Berman. The recent kerfuffle with Energy Finance Twitter, the US Shale plays, the path to energy transition and will oil and gas folks even be invited to that discussion.

Chuck talks shop with noted industry veteran Art Berman. The recent kerfuffle with Energy Finance Twitter, the US Shale plays, the path to energy transition and will oil and gas folks even be invited to that discussion. The post Talking Shop with Art Berman on Chuck Yates Needs A Job Podcast appeared first on Digital Wildcatters.

Benjamin Shattuck, a leading analyst of the U.S. upstream oil and gas industry reviews the wild ride that the market took in 2020 and into 2021, with prices plunging, drilling activity falling with it and then a late-year revival that took a lot of people by surprise. Companies are drilling again, but will it last?Apple PodcastSpotifyMore FreightWaves Podcasts

Benjamin Shattuck, a leading analyst of the U.S. upstream oil and gas industry reviews the wild ride that the market took in 2020 and into 2021, with prices plunging, drilling activity falling with it and then a late-year revival that took a lot of people by surprise. Companies are drilling again, but will it last?Apple PodcastSpotifyMore FreightWaves Podcasts

Range Resources Corp. recently put itself on the forefront of the growing discussion around ESG after the Fort Worth, Texas-based independent E&P company became one of the first shale producers to set a net-zero emissions target. A natural gas and NGL producer with operations focused in the Appalachian Basin, Range said it is already a leader in emissions reductions among its peers. However, in late August, the company announced plans to further those emissions reductions by targeting net-zero greenhouse gas emissions by 2025. Following the announcement, K. Scott Roy, senior vice president of Range Resources, joined Hart Energy Editorial Director Len Vermillion to discuss the U.S. shale producer's net-zero ambitions and why Range believes natural gas will be an important part of the mix in the energy transition. “Rather than the theory that suggests that the only way to address the environmental issues of the day is to exclude fossil fuels as part of the mix,” Roy said, “we think that the facts bear out that increased use of responsibly produced natural gas has actually improved the environment while continuing to offer sustainable, low-cost energy option.” Jump to a topic: Why now set the net-zero target? (0:30) Taking the lead among U.S. shale producers (3:05) Range Resources' plan (4:05) Sustainability achievements so far (6:30) Future technology investments (9:45) ESG's importance going forward (11:25) --- Support this podcast: https://anchor.fm/hartenergy/support

As rig counts continue to fall. Producers are high grading ie. Shifting to tight oil areas with higher well productivity. High grading is more pronounced thus far in the current price downturn compared to 15/16. This has largely resulted in shale companies reporting higher efficiencies (charts below). Lower activity, concentrated on best assets with service cost reductions helping companies to guide for more efficiency gains. As of Friday's data active oil rig counts are now at the lowest levels since before the shale revolution started, implying despite the efficiency gains being reported below – depletion rates will catch up. As a result of high grading, well cost reductions expected in both Delaware and Midland Basins, more moderate reductions expected elsewhere. Producers across the Permian have realized or anticipate achieving ~20% reductions in normalized well costs relative to 2019 levels. While sharply lower activity levels and concomitant service price reductions are surely at play, durable process oriented drivers and “creative destruction” from an unprecedented (and virus-driven) downturn also appear to be contributing to this improvement. Above improvements partly linked with cyclical service cost reductions and impact from high grading. Beyond expected drivers of efficiency gains associated with downturns and through-cycle learning curve effects, more meaningful operational changes also appear to be occurring, with simultaneous hydraulic fracturing (Simul-Fracs) and increased automation/remote operations recently in focus. With respect to the former, multiple Midland basin producers have reported utilizing Simul-Fracs, which may be helping that side of the basin keep pace with the relatively less mature Delaware side this year.

What might the US shale investor risk-reward equation look like as the market shows some signs of rebalancing and as lockdowns begin to ease? How long will it take the US shale sector to repair soured investor confidence? Tim Perry, managing director at Credit Suisse, digs into those topics and more with Jeff Mower, director of Americas oil news at S&P Global Platts.

High breakevens and vast sums of maturing debt left US shale producers exposed to the oil price crash of 2020. Global Crude Oil Deputy Editor Richard Price, Oil Market Reporter Andrew Putwain and Senior Editor Ignacio Sotolongo discuss US shale, and why the industry was hit so hard.

The OG360 team is back for another Friday edition of the Digital Closing Bell podcast, the week that was in oil and gas. Show start with the duo whipping around the industry and touching on some of the top stories, both US Shale and international news desk, including: Goldman Sachs Traders Cash in 1 Billion: https://www.oilandgas360.com/goldman-traders-gain-1-billion-in-commodities-revenue-after-oil-slump/ Chesapeake Energy (NYSE:CHK) shares halted amid reports of emending bankruptcy (SHOCKER...) https://www.oilandgas360.com/chesapeake-energy-shares-halted-by-nyse-amid-reports-of-chapter-11-bankruptcy-plans-chk/ Awesome CDEV Case study by our friends at Reserve Report: https://drive.google.com/drive/folders/18I-DFwfXPiiPyYYz7ywmk_R71XQ44usz Show finishes with touching on the levels for CL for the week, looking at DOE inventory levels and checking in with 360 official-non official fund. Show is brought to you by our friends at Adamantine Energy: www.energythinks.com Email the show: mtanner@enercominc.com

US oil producers have started announcing plans for putting shut wells back online. But just how sustainable are these plans at current prices and with the uncertain global demand outlook? And how are OPEC and its allies going to view this returning US shale production as they're deciding how long to keep their massive oil supply cuts in place? Jason Modglin, the new president of the Texas Alliance of Energy Producers, tells us how drillers in the top US oil-producing state are weighing the market uncertainties as they start to put wells back into service. Shin Kim, head of oil supply and production analytics for S&P Global Platts, predicts how high oil prices can go before OPEC starts to worry about stimulating US shale.

Bill Marko, managing director at Jefferies, says he sees permanent changes to the U.S. shale business resulting from the destruction to oil demand over the past several months. --- Support this podcast: https://anchor.fm/hartenergy/support

The global oil demand shock is accelerating what was already coming to US shale, argues Adam Waterous, CEO of Waterous Energy Fund. Waterous argued in January on Capitol Crude that US unconventional production had peaked, and the industry's unstable financial footing set it up for massive capital flight and a prolonged downturn. Now Waterous predicts US shale output will sink by 3 million-4 million b/d from the peak of 13 million b/d if oil prices eventually return to $55/b. He thinks sustained higher prices of at least $70/b WTI will be required to bring investors back to the US shale sector and rebuild capacity that will be lost in the next 18-24 months. We also talked about what will differentiate the drillers that survive this crisis and the geopolitical consequences of a diminished US oil sector.

The consequences of this will likely last years. In the midst of a price war, global oil demand is in a free fall. The spread of the coronavirus has left 3 billion people worldwide unable to get on a plane, drive to work or go anywhere, really, at all. In response, global oil demand is plummeting. The International Energy Agency says as much as 20 million b/d of oil demand may be lost this year. On today's Capitol Crude podcast, Sarah Ladislaw, senior vice president and director and senior fellow of the Center for Strategic & International Studies' energy security and climate change program, answers a few questions about where the US oil sector is headed. What is the Trump administration doing to bail out the struggling shale industry? They say they're pressing the Saudis to work to stabilize the market, but how serious is that effort? And with Texas regulators contemplating oil alliances with Saudi Arabia, has the US oil industry entered a new, unpredictable chapter?

As oil prices dipped to levels not seen in nearly two decades, US shale operators slashed budgets and rig counts and braced for a hellish few months, if not years. Is even a modest price rebound possible in the near term? Will Saudi Arabia and Russia return to talks over a new supply cut? Has the price collapse forever altered US oil sanctions policy? On today's Capitol Crude Helima Croft, managing director and global head of commodity strategy at RBC Capital Markets, talks about the path forward for US shale, the potential for a US import embargo and why resurrection of a global supply cut may be possible. "The question is: Did the Russians know that they were signing up for the current price environment?" Croft asks.

US oil producers seem to be at an inflection point, where efficiency gains are waning, output growth is slowing and capital is drying up, Antoine Halff tells Platts Capitol Crude. On this week's episode, Halff talks rig counts, well completions and flaring, the likely impact of deeper OPEC cuts, and he forecasts the path forward for US oil output. Halff also talks about why lagging government data may be selling a false narrative that the US is a swing producer and details his working theory on why OPEC needs volatile oil prices. Halff, the founder of Kayrros, a data analytics firm, was previously chief oil analyst at the International Energy Agency and lead industry economist at the US Energy Information Administration.

In this Episode of Oil & Gas This Week: 2020 Dems vowing to kill oil & gas, Big Oil Circles Permian Richer, Wall Street Gears up for more for more Oil & Gas Bankruptcies, US Shale Firms Cut Budgets, Staff As Oil Price Outlook Dims, Schlumberger CEO outlines new vision for company, Alliances Drive Upstream Digital Deployment, Sourcewater, Inc. Announces $7.2 Million Series A Funding, Dallas Cowboys owner Jerry Jones: Natural gas investment helped pay for Ezekiel Elliott, and more industry news. Have a question? Click here to ask.   Stories: 2020 Dems vowing to kill oil & gas Big Oil Circles Permian Richer Wall Street Gears up for more for more Oil & Gas Bankruptcies US Shale Firms Cut Budgets Staff As Oil Price Outlook Dims Schlumberger CEO outlines new vision for company Alliances Drive Upstream Digital Deployment, Sourcewater Inc. Announces $7.2 Million Series A Funding Dallas Cowboys owner Jerry Jones: Natural gas investment helped pay for Ezekiel Elliot Weekly Rig Count As of 09/14/2019 - The American Rig count is 920 active rigs. IBM Giveaway Enter to Win Here! Sign-up for your chance to win a T-shirt with a unique serial number. This means each shirt is different making it an awesome collector's item! Plus it comes inside an official OGGN insulated tumbler. At the end of the year we will have a drawing to win our grand prize! This will be a pool of all of the serial numbers on the t-shirts! The grand prize will be announced a bit later in the year! Travel Sponsor BCD Travel – We simplify the conversation around managed business travel, showing you how to combine capabilities and services to deliver or improve on your program goals. Review your current program or design what it might look like in the future. Focus on a single area or make plans across the entire program. Wherever you are today, there's a solution to help you get where you want to go tomorrow. Get started. Quarterly Happy Hour OGGN is always accepting Happy Hour sponsors.  If you would like to get your company in front of our large young,

In this Episode of Oil & Gas This Week – More tech talk as the industry continues to rely more on tech innovation, ExxonMobil doubles profits but still falls short of expectations, Chevron posts some massive earnings this quarter, US Shale is beginning to slash capex as oil prices continue to stay low, Europes biggest refinery shut down after massive fire, GOP senators express support for new Outercontinental Shelf Program. Have a question? Click here to ask. Show Notes & Links: 2017 on the road sponsors: Totaland  The World’s Most Advanced Field Land Management System The Landman’s Virtual Office https://www.totaland.com Lee Hecht Harrison As global experts in talent management, LHH is currently helping 75% of the Fortune 500 Oil & Gas companies simplify the complexity of leadership and workforce transformation.  http://www.lhh.com API-YP Events  Stories: XTO President Credits Technology For Success  Oil and Gas Innovation Goes Well Beyond Fracking Oilfield Rush to High-Tech Helps Smaller Companies Thrive Exxon Mobil shares drop 2% as profits double, but still fall short of Street expectations  Chevron posts $1.5 billion in second-quarter earnings, higher cash flow U.S. Shale Slashes Capex As Low Oil Prices Bite Europe's Biggest Oil Refinery Shut Down After Fire GOP senators express support for new OCS management program  Weekly Rig Count As of 7/28/2017 – The American Rig count is 1019 active rigs. Redwing Has A Winner! Bernie Lavelle, Construction Manager at AMEC, you’re this week’s winner! Congrats! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email Get Automatically Notified About Oil & Gas Events Once a Month Connect with Us OGGN LinkedIn Group OGGN Facebook Group Join API-YP Jake Corley    | Facebook | LinkedIn | Email Mark LaCour | Facebook | Twitter | LinkedIn |

In this Episode of Oil & Gas This Week – We talk about OPEC’s lack of confidence in US Shale. Trump Administration considering allowing Offshore seismic in the Atlantic for the first time in 3 decades. US Shale spending is booming. Operators are paying a premium to be in the Permian with rising service costs. Multiple multi-billion dollar mergers in midstream and downstream. Have a question? Click here to ask. Show Notes & Links: 2017 on the road sponsors: Totaland  The World’s Most Advanced Field Land Management System The Landman’s Virtual Office https://www.totaland.com Lee Hecht Harrison As global experts in talent management, LHH is currently helping 75% of the Fortune 500 Oil & Gas companies simplify the complexity of leadership and workforce transformation.  http://www.lhh.com API-YP Events  Stories: OPEC Confident in US Shales Lack of Longevity US Shale is Immune To An Oil Price Crash in 2017 Trump Admin to Consider Offshore Oil & Gas Testing in the Atlantic Shale Drillers Challenging OPEC with $84b Spending Spree Lawmakers Divided on Oil and Gas Tax Increase Service Costs Expected to the Rise in the Permian New Permian Pipelines to Accommodate Growth Exa Brings New Tech to Oil & Gas Energy Transfer Partners & Sunoco Logistics Merger Dow & Dupont Merge Venezuela’s Oil Production on the Brink of Collapse Billions in Oil Investments at Stake in Iranian Elections China Successfully Mined Fire Ice from the Sea Weekly Rig Count As of 5/24/2017 – The American Rig count is 993 active rigs. Redwing Has A Winner! Sylvan Gallawa, 3rd Engineer at Transocean, you’re this week’s winner! Congrats! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email

In this Episode of Oil & Gas This Week – Operators vs. Service Companies. Will E&P’s pass along profits and stop squeezing service companies? Is tech taking too much credit for E&P optimization? OPEC might be in trouble as they are becoming increasingly weary of “free riders”. Is there a way we can enforce production discipline here in the US? Laid off workers & hiring managers are simply not on the same page and more! Thanks for tuning in! Have a question? Click here to ask. Show Notes & Links: 2017 on the road sponsor Lee Hecht Harrison http://www.lhh.com As global experts in talent management, LHH is currently helping 75% of the Fortune 500 Oil & Gas companies simplify the complexity of leadership and workforce transformation. Geoconvention May 15-19 Calgary, Canada OGTW listener special – Exhibitors standard 10×10 space on the floor for a reduced rate of $1,600 (normal price is $1,800). For more information email Dustin – dustin@geoconvention.com API-YP Events Stories: Are Operators to Face-Off with Oilfield Service Companies? Tech Miracle in US Shale is a Media Myth OPEC in Trouble As Saudi’s Becoming Weary of ‘Free Riders’ No Way to Enforce Production Discipline On the US Oil & Gas Industry Why Are Oil Markets Ignoring All These Bullish Signs? Laid off workers and hiring managers not on the same page? RRC Struggle to Police Conflicts of Interest Claim: As Trump targets energy rules, oil companies downplay their impact Submerged Platforms to Revolutionize Offshore Oil  & Gas Weekly Rig Count As of 3/26/2017 – The American Rig count is +20 for the week at a total of 809 active rigs. Redwing Has A Winner! Cory Hledik , Owner of Proficient Land Services & Kelli Lieber, Well Planner at Prototype Well Planning, you’re both this week’s winner! Congratulations & please send us a picture when it arrives! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email Get Automatically Notified About Oil & Gas Events Once a Month

Thanks for tuning into another Episode of Oil & Gas This Week. This week we brag about some of the best employers in the industry and the oil & gas job market outlook for 2017. US Shale is looking to get a $58b cash injection over the course of the next year. Shell will be creating more jobs in Pennsylvania with its new multibillion-dollar Ethane Cracker Plant. Does the math of the OPEC deal really add up? And lastly, we talk about a potential conflict of interest with the new Trump administration. Have a question? Click here to ask. Show Notes & Links: Mid-Continent Digital Oilfield Conference (MCDOC) Jan 25-26, Tulsa, OK http://digitaloilconference.com Trip made possible by: Oklahoma Energy Resources Board Their mission —  to use the strength of Oklahoma's greatest industry to improve the lives of all Oklahomans through education and restoration. http://www.oerb.com SOER Sustaining Oklahoma's Energy Resources http://soerok.com Geoconvention May 15-19 Calgary, Canada OGTW listener special – Exhibitors standard 10×10 space on the floor for a reduced rate of $1,600 (normal price is $1,800). For more information email Dustin – dustin@geoconvention.com  Stories: Indeed’s Top 5 Places to Work in Oil & Gas Will US Shale Soon be Getting a $50B Cash Injection? Oil & Gas Job Outlook for 2017 Shell Moves Forward with New Ethane Cracker Plant Does the Math Add Up for the OPEC Deal? Potential Conflict of Interest for Trump? Join API-YP Weekly Rig Count As of 1/9/2016 – The American Rig count is +5 for the week at a total of 658 active rigs. Redwing Has A Winner! Dalton DeWinne, Roustabout with CrownQuest, you’re this week’s winner! Congratulations & please send us a picture when it arrives! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email Get Automatically Notified About Oil & Gas Events Once a Month Connect with Us Jake Corley    | Facebook | LinkedIn | Email Mark LaCour | Facebook | Twitter |

BP avoids acquisition, oil and gas opponents don't like heating their homes, and the US shale boom is NOT over. CLICK HERE TO LISTEN NOW Congrats to the First Two Red Wing Helicopter Bag Winners! Congratulations to Patrick Pistor, Quality Health Safety and Environmental Engineer at Seadrill, and Alexander Uteshev, Analyst at JPMorgan Chase & Co. Y'all are the first two winners of the killer Red Wing bag I'm stealing from Mark :) Your SWAG is on the way, gentlemen! Click here to register for a chance to win yours! Subscribe, Rate, & Review Click Play to Hear #045: The US Shale Boom is NOT Over Click Play to Catch Up on the Last 10 Episodes Top Stories Platts Report: China oil demand grew 1.5% year over year in November Nigeria: Anticipating Nigeria's Fortunes in 2016 Top 5 Indian stocks exposed to the slowdown in the Gulf Royal Dutch Shell: A Good Bet Despite The Challenges? 4 Energy Gainers Set for a Better 2016 Diamond Offshore Drilling Inc (DO) to Post FY2015 Earnings of $2.48 Per Share, KeyBanc Forecasts Is This The End Of The U.S. Oil Boom? Pipeline project watchdogs anticipate arrival of compressor station BP agrees to sale of Alabama petrochemical complex Extra, Extra Heavy Smog, Called "Fog" Covers Beijing William Friedkin Paid Off the MTA to Make 'The French Connection' The Weekly Onion North Korea Successfully Harvests Wheat In Show Of Growing Strength Events On Deck API Houston Luncheon When: Tuesday January 12, 2015 11am till 12:30pm Where: The Petroleum Club, 1201 Louisiana St., Houston, TX 77002. Leaders in Industry Luncheon When: Wed January 13, 2016 from 11:30am till 1pm Where: The Petroleum Club, 1201 Louisiana Street, Houston, TX (Total Building)